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iShares Core US Aggregate Bond ETF
AGG

Overview Fund Activity

1,782 hedge funds and large institutions have $105B invested in iShares Core US Aggregate Bond ETF in 2024 Q3 according to their latest regulatory filings, with 153 funds opening new positions, 904 increasing their positions, 539 reducing their positions, and 102 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,782
Holders Change
+22
Holders Change %
+1.25%
% of All Funds
25.77%
Holding in Top 10
354
Holding in Top 10 Change
+18
Holding in Top 10 Change %
+5.36%
% of All Funds
5.12%
New
153
Increased
904
Reduced
539
Closed
102
Calls
$11.4M
Puts
$55.5M
Net Calls
-$44.1M
Net Calls Change
-$33.6M

Top Buyers

1
APSPRSPT
Arizona Public Safety Personnel Retirement System (PSPRS) Trust
Arizona
+$823M
2
BlackRock
BlackRock
New York
+$506M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$486M
4
USAA
United Services Automobile Association
Texas
+$475M
5
Jones Financial Companies
Jones Financial Companies
Missouri
+$452M

Top Sellers

1
Wells Fargo
Wells Fargo
California
-$732M
2
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
-$516M
3
Jane Street
Jane Street
New York
-$219M
4
SFC
Strategic Financial Concepts
Texas
-$189M
5
Bank of America
Bank of America
North Carolina
-$180M
Name Holding Trade Value Shares
Change 		Shares
Change %
NEPWA
976
New England Private Wealth Advisors
Massachusetts
$1.48M +$11.6K +115 +0.8%
BWA
977
Beam Wealth Advisors
Louisiana
$1.47M +$220K +2,169 +17%
RFG
978
Range Financial Group
Oregon
$1.47M +$101K +995 +7%
AP
979
Agilis Partners
Massachusetts
$1.47M -$60.4K -596 -4%
LWM
980
LongView Wealth Management
Georgia
$1.46M -$145K -1,432 -9%
WA
981
WBH Advisory
Maryland
$1.46M -$45K -444 -3%
ACM
982
AlphaStar Capital Management
North Carolina
$1.46M +$43.6K +431 +3%
VF
983
Vawter Financial
Ohio
$1.46M +$342K +3,377 +31%
PA
984
Procyon Advisors
Connecticut
$1.44M +$22K +217 +2%
BMC
985
Bear Mountain Capital
Washington
$1.44M -$25.3K -253 -2%
LCM
986
Lazari Capital Management
California
$1.44M +$130K +1,285 +10%
GFS
987
GYL Financial Synergies
Connecticut
$1.44M +$1.44M +14,201 New
PGAM
988
Princeton Global Asset Management
New Jersey
$1.42M +$931K +9,189 +189%
RW
989
Rede Wealth
Virginia
$1.41M -$5.87K -58 -0.4%
ACA
990
Aptus Capital Advisors
Alabama
$1.41M -$203 -2 -0%
CRC
991
Curi RMB Capital
Illinois
$1.41M -$46.3K -457 -3%
MAM
992
MMA Asset Management
Pennsylvania
$1.4M +$729K +7,492 +109%
TSWM
993
Tyler-Stone Wealth Management
Ohio
$1.38M +$690K +6,815 +100%
RTL
994
Red Tortoise LLC
Georgia
$1.38M +$12.7K +125 +0.9%
PP
995
Paloma Partners
Connecticut
$1.38M +$1.38M +13,600 New
ACA
996
Anchor Capital Advisors
Massachusetts
$1.37M -$1.52K -15 -0.1%
WDG
997
Wealth Dimensions Group
Ohio
$1.37M -$90.6K -895 -6%
EA
998
Evergreen Advisors
Tennessee
$1.37M -$138K -1,362 -9%
EAM
999
Empirical Asset Management
Massachusetts
$1.36M +$423K +4,177 +45%
SA
1000
Stewardship Advisors
Pennsylvania
$1.35M +$71.9K +710 +6%
38 39
40
41 42